Independent Financial Advisor for HNW Portfolios & Pensions

Company: Switch Recruitment Services Ltd
Apply for the Independent Financial Advisor for HNW Portfolios & Pensions
Location: Coventry
Job Description:

Switch Recruitment Services Ltd is pleased to partner with a regional chartered financial planning firm seeking an Independent Financial Advisor / Financial Planner to service an existing portfolio of high-net-worth and corporate clients.

The successful candidate should be Level 4 / Diploma qualified with strong technical knowledge in investments and pensions, and will be supported by a team of paraplanners and administration staff who handle report writing.

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Posted: October 26th, 2026